Mortgage Case Manager

Job title: Mortgage Case Manager
Reporting to: Head of Wealth Builder
Date of Issue: March 2026

Role objective

The role is to provide administrative support to the Mortgage Advisers.

Key responsibilities

•  Checking that the Mortgage Adviser has provided full compliance requirements at the point of submission against agreed standards.
• Assisting the Mortgage Advisers by managing applications from the point of submission through to completion.
• Liaising directly with clients, mortgage lenders, solicitors and any other relevant third parties to update on application progress, answer queries, and obtain additional supporting documentation where required.
• Uploading case documents to lender portals.
• Updating our back-office system with the new business and uploading all relevant documents.
• Supporting Mortgage Advisers in collating information/documents in preparation for meetings.
• Booking client meetings into Mortgage Adviser diaries where required.
• Ad-hoc Projects.

Planning and reporting

• Deals with all aspects of work in an efficient and timely manner to facilitate mortgage applications through to completion.
• Reporting to the Head of Wealth Builder.

External relationships

• Liaising with lenders and solicitors regarding mortgage applications.
• Dealing with client calls and emails.

Internal relationships

• Working closely with the Mortgage Advisers and other Mortgage Case Managers within the company.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person specification

Qualifications

• At least 2 years’ minimum experience in mortgage administration.

Knowledge and experience

• Previous work experience in the mortgage administration market.
• Strong computer skills.
• Ability to learn new software.
• Experience working within a fast-paced office with a large team.
• Ability to work independently.

Personal skills

• Excellent interpersonal skills.
• Ability to communicate clearly and concisely, both orally and in writing.
• Ability to organise own workload, prioritise effectively and identify issues for escalation.
• Excellent time keeping.

If you are interested in learning more about this role or want to apply, please send your CV/Application to HR@shackletonadvisers.co.uk